Quip Engagement Metrics Considerations and Limits

Metrics Availability

• It takes 24 hours for metrics data to refresh.
• Quip captures 30 days of historical engagement data.
• If your org is down, your Quip site metrics are still captured so that you don’t miss any insights.

Turn On Quip Metrics in a Sandbox

Quip metrics aren’t enabled automatically in Salesforce sandboxes. It takes 24 hours for metrics data to refresh. To report on Quip engagement in a sandbox, turn on metrics at least 1 day before.

To turn on metrics in a Salesforce sandbox, from Setup, enter Quip in the Quick Find box. Under Gather Data on Quip Usage, click Turn on Quip Metrics.

Edit Count Metrics

Quip aggregates any edits that a user makes over a 2-hour period as one edit. Quip captures a maximum of 12 edits per user per day.

Report Limits

Metrics reports can include a maximum of 2,000 rows.

Quip Metrics Permissions

Users who are assigned the Quip User Engagement Metrics permission set can see all linked document titles, regardless of their individual access to them. They can also see which users are interacting with documents associated with Salesforce records.

Considerations for Salesforce Admins

• Metrics reports show the Parent Record Name field instead of the Parent Metric ID field. Admins can’t update custom report types to show the Parent Metric ID instead of the Parent Record Name. In Tableau or CRM Analytics reports, admins can use the Parent Record Name field in joined reports to add additional information to the report.
• Quip metrics reports contain polymorphic fields-fields that relate to more than one object. For this reason, admins can’t join Quip metrics reports with other reports in Salesforce.